Decision Center Updates Released

This month, we’re making two updates to the Decision Center. While these updates have minimal visual impact, they are significant investments that create a foundation for future enhancements. These include:

  • The first is an update to report naming and style changes
  • And the second focused on rebuilding the architecture on which the Decision Center runs

Report Naming and Style Changes

We’ve renamed a couple of reports to align naming conventions across the platform.

  • The “Lifetime Cash Flow” is now “Lifetime Portfolio Value
  • And the “Stress Test” is now “Monte Carlo

We’ve also applied some minor style updates to the look and feel of the Decision Center.

Note: These changes do not impact the Decision Center workflow or functionality.

Architecture Update

While these changes won’t be immediately visible to you or your clients, we’ve modernized the technologies that make up the Decision Center to lay the groundwork for future enhancements in 2019 and beyond.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.